Create an order from a lead that already has been entered into MoversSuite utilizing the Quick Start method to essentially just “get the order into the system.”
1. From Homepage Order List or Quick Find, click on the lead (Figure 136). This will take you to the Order Story.
2. From the Order Story, click Book Order (Figure 137).
3. From Book Order Information, ensure all mandatory fields are entered (Figure 138).
4. Choose correct answer to Order Number starts from – either This Year or Next Year.
5. Click Save.
Figure 136: Quick Start from Lead Step 1
Figure 137: Quick Start from Lead Step 2
Figure 138: Quick Start from Lead Step 3 - 5